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Jim Cramer on AT&T: “I Don’t Want to Get Involved”
Yahoo Finance· 2025-11-04 22:37
AT&T Inc. (NYSE:T) is one of the stocks Jim Cramer shed light on. A caller asked what Cramer thinks of the stock these days, and he stated: “I’ll tell you there’s a real scrum going on with AT&T and Verizon, and T-Mobile. I don’t want to get involved. It seems like there’s just too many crosscurrents. Let’s stay away from that.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels AT&T Inc. (NYSE:T) provides telecommunications and technology services, including wirel ...
Verizon: Upside Hangs On New CEO's Execution (NYSE:VZ)
Seeking Alpha· 2025-11-04 20:05
公司业绩与市场表现 - 电信巨头Verizon Communications报告了第三季度财报后股价出现上涨 [1] - 有分析观点认为其财报表现并不令人兴奋 [1] 分析师持仓情况 - 分析师通过股票持有、期权或其他衍生品对Verizon Communications拥有多头持仓 [2]
Telefónica(TEF) - 2025 Q3 - Earnings Call Presentation
2025-11-04 14:30
***Este documento está clasificado como USO INTERNO por TELEFÓNICA. ***This document is classified as INTERNAL USE by TELEFÓNICA. Disclaimer This document and any related conference call or webcast (including any related Q&A session) has been prepared by Telefónica, S.A. ("Telefónica" or the "Company", and together with its subsidiaries the "Telefónica Group") exclusively for its use during the presentation of financial results. The Company does not assume any liability for the content of this document if u ...
深夜突发!000851,终止上市!
搜狐财经· 2025-11-03 23:38
终止上市。 *ST高鸿(000851.SZ)11月3日夜间发布公告称,公司于当日收到深圳证券交易所《关于大唐高鸿网络股 份有限公司股票终止上市的决定》,决定公司股票终止上市。公司股票在2025年9月1日至9月26日期 间,连续二十个交易日的股票收盘价均低于1元,触及交易类强制退市情形。公司股票不进入退市整理 期,将于被作出终止上市决定后十五个交易日内摘牌。公司已与太平洋证券签订《委托股票转让协 议》,聘请其为代办机构。 值得注意的是,*ST高鸿还存在重大违法退市情形。今年8月8日,*ST高鸿收到中国证监会下发的《行 政处罚事先告知书》。证监会称近日对深交所主板上市公司*ST高鸿涉嫌信息披露违法违规行为依法作 出行政处罚事先告知,拟对相关责任主体罚款1.6亿元,对配合造假的第三方罚款700万元。*ST高鸿涉 嫌触及重大违法强制退市情形,深交所将依法启动退市程序。 经证监会调查,*ST高鸿长期开展无商业实质的笔记本电脑等"空转""走单"业务,大幅虚增收入和利 润,违反证券法律法规。对于可能涉及的犯罪线索,证监会表示,将坚持应移尽移的工作原则,严格按 照《刑法》《最高人民检察院 公安部关于公安机关管辖的刑事案件立案 ...
Telefonica (TEF) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-11-03 18:20
评级升级与核心驱动 - 西班牙电信Telefonica的Zacks评级被上调至第2级(买入)[1] - 评级上调由影响股价的最强大力量之一——盈利预期的上升趋势所触发[1] - 评级升级反映了市场对其盈利前景的乐观态度 可能转化为买入压力并推高股价[3] Zacks评级系统方法论 - 该评级系统的核心是公司盈利状况的变化 追踪的是卖方分析师对当前及下一财年每股收益预测的Zacks共识预期[1] - 系统利用四个与盈利预期相关的因素 将股票分为五个等级 从第1级(强力买入)到第5级(强力卖出)[7] - 该系统具有经过外部审计的优秀业绩记录 自1988年以来 第1级股票的平均年回报率达到+25%[7] 盈利预期修正的效力 - 公司未来盈利潜力的变化(体现为盈利预期修正)被证实与其股价短期走势高度相关[4] - 机构投资者在估值模型中使用盈利预期 盈利预期的上调或下调会直接导致其计算出的股票公允价值升高或降低 进而引发买卖行为[4] - 实证研究显示盈利预期修正趋势与短期股价波动之间存在强相关性[6] 西班牙电信盈利预期具体变化 - 市场预期该公司在截至2025年12月的财年每股收益为0.43美元 与上年相比没有变化[8] - 在过去三个月中 市场对该公司的Zacks共识预期已上调7.6%[8] 评级系统的独特优势 - 与其他评级系统不同 Zacks系统对其覆盖的超过4000只股票在任何时间点都维持“买入”和“卖出”评级的均衡比例[9] - 无论市场状况如何 只有排名前5%的股票获得“强力买入”评级 接下来的15%获得“买入”评级[9] - 股票位列Zacks覆盖范围的前20% 表明其具有优异的盈利预期修正特征 有望在短期内带来超越市场的回报[10]
US PE firm TGH in talks to pump up to $6 billion into Vodafone Idea
The Economic Times· 2025-11-03 08:00
The investment, however, will happen only if the government provides a comprehensive package covering all the liabilities of Vi, including dues based on adjusted gross revenue (AGR) and spectrum payments.“If the deal happens, TGH will take the promoter status and take control from existing promoters Operational ExpertiseThe New York-based investment firm is not seeking a waiver of all dues, but a restructuring of the liabilities that will give some breathing space to the company, and has submitted a detail ...
Get Smart: Who’s Carrying the STI Higher? (Hint: Not the Banks)
The Smart Investor· 2025-11-02 11:30
新加坡海峡时报指数(STI)表现与构成 - 截至上周五,新加坡海峡时报指数(STI)已上涨16.7% [1] - 指数权重高度集中,星展集团、华侨银行、大华银行三家银行合计控制指数超过50%的权重 [1] - 加上新加坡电信约7.5%的权重,这四家公司共同主导了STI近60%的指数构成 [1] 主要权重股表现与挑战 - 华侨银行和大华银行在2025年上半年净利息收入均出现下降,并采取了削减股息的应对措施 [2] - 年初至今,华侨银行股价基本持平,而大华银行股价则下跌了5% [2] - 与之相对,星展银行股价年初至今上涨超过21%,但其估值已达市账率的2.2倍,存在溢价 [2] - 新加坡电信股价年初至今上涨近40%,主要受其Singtel28转型计划推动 [3] - 但其澳大利亚子公司Optus在两周内遭遇两次网络中断,影响了紧急电话线路,而Optus贡献了新加坡电信一半的收入,这对转型计划构成潜在阻碍 [3] 房地产投资信托(REITs)的积极贡献 - 房地产板块(包括REITs和房地产开发商)占STI权重的16.7%,正成为指数上涨的重要推动力 [4] - 在经历两年利率上升的冲击后,REITs情况开始好转 [4] - 凯德综合商业信托、星狮地产信托以及STI新成分股吉宝数据中心REIT今年均已增加分派 [5] - 丰树泛亚商业信托上周五公布了六个季度以来的首次每单位分派(DPU)增长,扭转了下行趋势 [6] - REITs的真正收益在于其能够以更低利率为现有债务再融资,这个过程需要数个季度而非数周才能体现 [6] 其他高股息承诺公司 - 新加坡交易所和新加坡科技工程有限公司分别占STI权重的3.4%和3.2% [7] - 新加坡交易所目标在2028财年将年度股息提升至0.525新元,较2025财年的0.375新元增长40% [7] - 新加坡科技工程有限公司预计2025年股息将同比增长6%,并从2026年起,股息增幅将相当于利润增幅的三分之一 [8] 指数表现驱动力与投资策略 - STI中60%的权重股目前表现停滞,但指数的其余部分正提供主要动力 [9] - 在银行股受降息影响和新加坡电信处理Optus问题之际,REITs正在进行再融资,新加坡交易所计划大幅提高股息,新加坡科技工程则分享利润增长 [9] - 投资策略的重点在于获取股息收益,而非预测指数短期走势,通过持有派息股票在等待期间获得回报 [10]
TELUS Completes Privatization of TELUS Digital
Prnewswire· 2025-10-31 18:45
Successful transaction positions TELUS as a global leader in AI-powered digital customer experience and SaaS transformation across multiple industries Closer integration expected to propel the growth trajectory of TELUS' telecommunications, health, agriculture and consumer goods sectors, while giving TELUS Digital capacity to drive further growth opportunities across its external client base Operational efficiencies expected to generate approximately $150 million annually VANCOUVER, BC , Oct. 31, 2025 /PRNe ...
The AI Revolution Will Make T-Mobile A Growth Stock
Seeking Alpha· 2025-10-31 06:18
Shares of telecommunications operator T-Mobile ( TMUS ) are trading at an average P/E ratio of around 20. And I suggest that this valuation is unfair to the company and the telecommunications industry as aI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets f ...
Millicom (Tigo) acquires Telefónica Ecuador for USD 380 Million, strengthening its South American footprint
Globenewswire· 2025-10-31 06:00
Millicom (Tigo) acquires Telefónica Ecuador for USD 380 Million, strengthening its South American footprint Luxembourg, October 30, 2025 – Millicom International Cellular S.A. (“Millicom”) today announced the successful completion of its USD 380 million acquisition of Telefónica’s telecommunications operations in Ecuador. This transaction represents another major step in Millicom’s strategy to deepen its presence in South America, following the company’s recent acquisition of Telefónica Uruguay. With this a ...